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Name Holding Trade Value Shares
Change
Change in
Stake
AA
4551
Aufman Associates
Pennsylvania
$2.14M -$312K -1,381 -14%
II
4552
Impact Investors
California
$2.14M +$93.8K +415 +5%
DM
4553
Delphi Management
Massachusetts
$2.14M -$21.5K -95 -1%
HWM
4554
HighMark Wealth Management
Minnesota
$2.14M +$14.5K +64 +0.8%
FFIC
4555
First Fiduciary Investment Counsel
Ohio
$2.14M -$13.6K -60 -0.7%
GWM
4556
GK Wealth Management
Nevada
$2.14M -$139K -614 -7%
YCG
4557
Yeomans Consulting Group
Georgia
$2.13M -$121K -535 -6%
SL
4558
SWMG LLC
Texas
$2.13M +$291K +1,287 +19%
MCM
4559
Mainstay Capital Management
Michigan
$2.13M -$2.3M -10,170 -55%
GWA
4560
Genesis Wealth Advisors
Massachusetts
$2.13M +$5.65K +25 +0.3%
BA
4561
Bluesphere Advisors
Pennsylvania
$2.13M -$3.39K -15 -0.2%
WA
4562
Waterford Advisors
New York
$2.12M -$60.6M -268,148 -97%
FDDB
4563
Fidelity D&D Bancorp
Pennsylvania
$2.12M -$5.65K -25 -0.3%
HC
4564
Hurley Capital
New York
$2.12M +$592K +2,622 +46%
AA
4565
ACT Advisors
North Carolina
$2.12M +$1.13K +5 +0.1%
I2I
4566
Insight 2811 Inc
Illinois
$2.12M -$62.8K -278 -3%
KNFPWM
4567
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.12M +$7.23K +32 +0.4%
RS
4568
Retirement Solution
Washington
$2.11M -$20.6K -91 -1%
SIMC
4569
Squire Investment Management Company
Utah
$2.11M +$260K +1,150 +16%
CC
4570
Copperleaf Capital
North Carolina
$2.11M -$59.9K -265 -3%
HCA
4571
Heck Capital Advisors
Wisconsin
$2.11M +$33K +146 +2%
LA
4572
Lakeside Advisors
Washington
$2.11M -$40.7K -180 -2%
RF
4573
Robinswood Financial
Washington
$2.11M +$226 +1 +0%
QFA
4574
Quattro Financial Advisors
Texas
$2.11M -$11.5K -51 -0.6%
TWG
4575
The Wealth Group
Minnesota
$2.11M -$39.1K -173 -2%